What are Cascading Input Parameters? Cascading Input Parameters allow for intelligent sorting of a parameter based on selection that you have already made.
Creating a new cascading input parameter can be confusing the fist time. This walk though should help anyone get though the process.
In this example I am going to show you how to create a cascading input that uses organization names to filter users that work for that organization.
You will need to first click the Gear at the top left of your iDashboards window. Next select the option Define Dashboard Parameters..
This screen allows you to create new Dashboard parameters to be used. Click on the green plus sign.
You will now give the parameter a Name. The name is important so be sure to keep it simple and consistent. Now be sure your data type is correct. In our example its a string value. Select Dropdown List and click Define.
At this point we are creating a new parameter. Check Picklist and click on the New button in the middle right of the box.
Most of the time you will be using a Dynamic Data Source. Making your source dynamic will allow for the adding of a new option at a later time without having to come back to the picklist and adding more options.
To create the dynamic data source you must have data. So for example, access to an Account name and account ID. You can use custom SQL or, if you have it, select the source of the data. For this example we have our data in the data hub.
This shows the selecting of the table that contains my data.
Give your picklist a name and select the appropriate category. Then select a value for the data column and data column type. I have set the data columns to use my organization names and for this instance, the value is also going to be the display name. But you could use something like and Org ID number also. Set your values and hit save.
Select the Refresh On Change option and hit OK. If your filtering allows for multiple values, also select Allow Multiple Values. You would use this for our example to include users from several companies in our return set or if your chart allows to compare two companies and the employees.
Now that we have our organization parameter set up, we need to now create our user parameter. Again we click on the Green plus.
Create a name for your new parameter. The control type again will be Dropdown list. Hit the Define button.
We need to create a new parameter so click New.
Select dynamic data. click continue.
Select the data source that holds your user data. click continue.
If you are not using custom sql you will need to select the table. click continue.
Now that the picklist definition screen has come up, enter a picklist name, category, and data column value as before, then click on the parameters tab. Click the green plus and add the name of your first parameter we created into the parameter name section. After you have done that click on the filters tab and click the green plus to add a new filter.
Now select the record you want to use to filter the data. In our example we are using the Account name so we select company_name. At the bottom of the screen click List Macros in the example macro section you should see the macro you just created double click on your macro to move it to the filter. Click OK and SAVE your changes.
Be sure to check refresh on change. Click OK.
Now when you are done you should see an arrow showing the link between the two parameters. If you see a red X then click on the link to find out more information.
At this point you should be able to add the filters to your charts.